| | | Morningstar Overall Rating: |  | | Total Assets: | 1.04B | | Category: | High Yield Bond | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 50.27% | | 5y Avg Return: | 4.98% | | Rank in Category (ytd): | 103 | | % Rank in Category (ytd): | 18.97% | | Beta (3y): | 0.90 | | Morningstar Risk Rating: | Average |
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| The investment seeks attractive total return through high current income and secondarily through capital appreciation. The fund normally invests at least 80% of assets in high-yield securities, including bonds, convertible securities, or preferred stocks. This 80% policy may be changed upon 60 days' notice to shareholders. Although the fund invests primarily in U.S. securities, it may invest without limit in dollar denominated foreign securities and to a limited extent in non-dollar-denominated foreign securities. | | | Fund Profile |
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